+387.0%
VIAV vs FDS
+66.9%
+320.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.8% | +1.3% | -3.3% |
| 7D | +11.2% | -16.0% | +27.2% | +15.3% |
| 30D | -2.6% | -6.7% | +4.1% | -1.8% |
| 3M | -20.1% | +6.0% | -26.1% | -23.5% |
| 6M | +25.8% | +25.1% | +0.7% | +11.0% |
| YTD | +109.9% | -8.1% | +118.0% | +106.0% |
| 1Y | +214.3% | -26.0% | +240.3% | +236.6% |
| 3Y | +281.6% | -36.4% | +318.0% | +330.0% |
| 5Y | +132.6% | -27.7% | +160.3% | +141.5% |
| All | +387.0% | +66.9% | +320.1% | +233.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FDS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling